Acuitas Investments’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Acuitas Investments’s Portfolio BPFH Stock Details BPFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-141,973	Closed	-$1.89M	–	77
2021 Q1	$1.89M	Sell	141,973 -20,315	-13%	-$271K	1.08%	47
2020 Q4	$1.37M	Sell	162,288 -32,102	-17%	-$227K	0.89%	52
2020 Q3	$1.07M	Buy	+194,390	New	+$1.16M	0.75%	55

Other funds holding BPFH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

OPU

Omni Partners US Irvine, California $1.95B AUM

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Acuitas Investments's BPFH Position: Q2 2021 in Review

Acuitas Investments sold out of Boston Private Financial Holdings, Inc. (BPFH) in Q2 2021, closing a stake of 141,973 shares — an estimated $1.89M sold.

Acuitas Investments first reported a position in BPFH in Q3 2020 and held it in 3 quarters. The position peaked at $1.89M in Q1 2021. 159 funds tracked by Wall St. Rank hold BPFH as of Q2 2021.

Acuitas Investments reported no remaining Boston Private Financial Holdings, Inc. position as of Q2 2021 after selling out during the quarter.
Acuitas Investments sold 141,973 Boston Private Financial Holdings, Inc. shares in Q2 2021, an estimated $1.89M.
Acuitas Investments first reported a position in Boston Private Financial Holdings, Inc. in Q3 2020 and held it in 3 quarters.
Acuitas Investments's Boston Private Financial Holdings, Inc. position peaked at $1.89M in Q1 2021.
159 funds tracked by Wall St. Rank held Boston Private Financial Holdings, Inc. as of Q2 2021.

Based on Acuitas Investments's 13F filing for Q2 2021, filed 2 Aug 2021.